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Disclosery

Bison Wealth, LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bison Wealth, LLC on BRK-B, newest first. How the timeline and the estimate are built.

Bison Wealth, LLC held 5,957 BRK-B shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 5,957 shares
    Change vs previous 13F -3,215 shares

    0.59% of the 13F portfolio, value $2,700,150.

    13F-HR 0001172661-25-001285 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 9,172 shares
    Change vs previous 13F -3,834 shares

    0.67% of the 13F portfolio, value $4,221,925.

    13F-HR 0001172661-24-004465 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 13,006 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $5,469,247.

    13F-HR 0001172661-24-002986 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 13,006 shares
    Change vs previous 13F -48 shares

    0.89% of the 13F portfolio, value $5,469,247.

    13F-HR 0001172661-24-002121 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 13,054 shares
    Change vs previous 13F +620 shares

    0.82% of the 13F portfolio, value $4,655,809.

    13F-HR 0001172661-24-000384 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 12,434 shares
    Change vs previous 13F +1 shares

    0.85% of the 13F portfolio, value $4,355,600.

    13F-HR 0001172661-23-003718 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 12,433 shares
    Change vs previous 13F +2,657 shares

    0.79% of the 13F portfolio, value $4,239,624.

    13F-HR 0001172661-23-003169 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 9,776 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,154,129.

    13F-HR 0001172661-23-002097 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).